Risk Tolerance Assessment RISK TOLERANCE ASSESSMENT Your Email Account *Phone Number *Which of the following best describes your primary investment objective? *Wealth AccumulationWealth MaintenanceWealth DistributionApproximately how many years do you expect to continue to invest your assets in the stock market? *0 - 3 years3 - 5 years6 - 10 years11 - 15 years15+ yearsImagine that you are investing $100,000 and can choose from the five hypothetical portfolios shown in the table below. Assuming there is an equal chance of achieving either result (gain or loss), indicate which portfolio represents the maximum risk/return trade-off you would be willing to accept. *Portfolio A - Possible Gain = $60,000 | Possible Loss = $-45,000Portfolio B - Possible Gain = $50,000 | Possible Loss = $-35,000Portfolio C - Possible Gain = $35,000 | Possible Loss = $-25,000Portfolio D - Possible Gain = $25,000 | Possible Loss = $-15,000Portfolio E - Possible Gain = $15,000 | Possible Loss = $-5,000Please indicate the level of risk with which you are most comfortable:One - LOWTwoThree - MEDIUMFourFive - HIGHHow long are you prepared to wait for your account to return to its original value after a down market? *<18 months18 - 24 months2 - 3 years3 - 5 years5+ yearsMy current income and future income (salary, pension, etc.) is: *Very Secure / StableMostly Secure / StableSecure / StableSomewhat Secure / StableNot Secure / StableHow able are you to handle financial emergencies with assets outside of your investment account(s)? *Very AbleMostly AbleSecure / StableSomewhat Secure / StableNot Secure / StableIs tax efficiency within the portfolio a high priority? (Non-qualified accounts only) *YesNo / Not Applicable Submit Subscribe to Our Newsletter Sign up with your email address to receive news and updates. Email
